FINC311-10S1 (C) Semester One 2010

Investments

15 points

Details:
Start Date: Monday, 22 February 2010
End Date: Sunday, 27 June 2010
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Sunday, 7 March 2010
  • Without academic penalty (including no fee refund): Sunday, 23 May 2010

Description

The theoretical principles of investments and their applications to investment policy.

Learning Outcomes

Upon successful completion, students should be able to:

Develop and discuss a detailed investment policy statement that recommends a particular asset allocation strategy for a client.
Understand major investment media and quantify and evaluate their risks and returns.
Build and manage a portfolio of securities.
Quantify financial risk.
Devise strategies to effectively transfer risk through diversification, insurance or hedging.
Understand the theoretical basis for and practical implementation of widely-used asset pricing theories.
Discuss what the efficient market theory and behavioural finance about investor rationality and asset pricing is.

Prerequisites

Restrictions

FINC364, AFIS314

Course Coordinator

Jedrzej Bialkowski

Assessment

Assessment Due Date Percentage 
Final Exam 50%
Online Quiz 1 10%
Online Quiz 2 10%
Mid Term Test 30%

Textbooks / Resources

Required Texts

Bodie, Zvi. , Kane, Alex., Marcus, Alan J; Investments ; 8th ed; McGraw-Hill/Irwin, 2009.

Indicative Fees

Domestic fee $593.00

International fee $2,538.00

* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.

For further information see Department of Economics and Finance .

All FINC311 Occurrences

  • FINC311-10S1 (C) Semester One 2010
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